ClickUp + PandaDoc
Create new lists in ClickUp when documents are sent in PandaDoc
Keep your projects organized every time a new document is sent through PandaDoc. With this workflow, a new list is created in ClickUp, ensuring that each dispatched document is meticulously tracked. This promotes efficient documentation and superior project management between PandaDoc and ClickUp, making sure that important contracts or agreements are not overlooked.
Keep your projects organized every time a new document is sent through PandaDoc. With this workflow, a new list is created in ClickUp, ensuring that each dispatched document is meticulously tracked. This promotes efficient documentation and superior project management between PandaDoc and ClickUp, making sure that important contracts or agreements are not overlooked.
- When this happens...Document Sent
Triggers when a document is sent.
- automatically do this!Create List
Triggers when new lists are created.
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